《大行報告》大和:航運費率創新高 重申對航運板塊正面看法
大和發表研究報告,最新上海出口集裝箱運價指數(SCFI)及中國出口集裝箱運價指數(CCFI)同創新高。至去年12月31日,SCFI升至5,047,有史以來首次升穿5,000水平;CCFI升至3,344同創新高。該行重申對航運板塊正面看法,供應鏈幹擾料短期難以解決,特別是近期航運費率持續上升。此外,碼頭經營商料受惠於運費率上升,因與船公司之間的費率談判通常在12月至1月間進行。
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